{"id":53987,"date":"2022-03-04T12:30:05","date_gmt":"2022-03-04T04:30:05","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=53987"},"modified":"2022-11-02T13:12:48","modified_gmt":"2022-11-02T05:12:48","slug":"tasks-4-4","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/tasks\/tasks-4-4\/","title":{"rendered":"Tasks (4.4)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to P2 Field Operator: Explorer Edition version 4.4. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/tasks\/\">Cases<\/a>.<\/p>\n<p class=\"overview\">In Field Operator, tasks can be prioritized, assigned, updated, and added to today's journey.<\/p>\n<p class=\"intro-text\">Tasks are a feature of the Route Surveillance capability, which is an optional component of Field Operator.<\/p>\n<p class=\"intro-text\">The fields in a task form may vary depending on the form configuration.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/N-2.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50968\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/N-2.png\" alt=\"\" width=\"450\" height=\"552\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/N-2.png 475w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/N-2-122x150.png 122w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/N-2-39x48.png 39w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Finding a Task<\/h2>\n<p class=\"intro-text\">Select <strong>Tasks<\/strong> on the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/getting-started\/ribbons-toolbars-and-other-buttons\/#Navigation_Ribbon\">Navigation Ribbon<\/a> in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/views\/map-view\/\">Map View<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/views\/grid-view\/\">Grid View<\/a>, or <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/views\/location-detail\/\">Location Detail<\/a>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Snag_1b960551.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50599\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Snag_1b960551.png\" alt=\"\" width=\"200\" height=\"86\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Snag_1b960551.png 244w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Snag_1b960551-150x65.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Snag_1b960551-48x21.png 48w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<h3>In Map View<\/h3>\n<p class=\"intro-text\">A list of all open tasks is displayed in the Information Panel on the left side of the screen. A task will remain on this list for two days after it is closed.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51903\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7-600x436.png\" alt=\"\" width=\"750\" height=\"545\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7-600x436.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7-768x558.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7-150x109.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7-48x35.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/2-7.png 1062w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 26.5625%;\">\n<table style=\"border-collapse: collapse; width: 25.6591%;\">\n<tbody>\n<tr>\n<td style=\"width: 8.57143%; text-align: center;\"><strong>Priority<\/strong><\/td>\n<td style=\"width: 17.1429%; text-align: center;\"><strong>Colour<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 8.57143%; text-align: center;\">1<\/td>\n<td style=\"width: 17.1429%; text-align: center;\">Red<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 8.57143%; text-align: center;\">2<\/td>\n<td style=\"width: 17.1429%; text-align: center;\">Yellow<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 8.57143%; text-align: center;\">3+<\/td>\n<td style=\"width: 17.1429%; text-align: center;\">Blue<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<td style=\"width: 123.437%;\">\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 100%;\">\n<p>Tasks are assigned a priority, which is indicated by the:<\/p>\n<ul>\n<li>Color of the flag on the left side of the Location Summary.<\/li>\n<li>Color of the map marker.<\/li>\n<li>Number on the flag.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\"><span style=\"font-family: 'Segoe UI', Arial, sans-serif;\">Click on a Location Summary, or a Map Marker to open a task in the Location Overview.<\/span><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/3A.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50620\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/3A.png\" alt=\"\" width=\"300\" height=\"150\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/3A.png 374w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/3A-150x75.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/3A-48x24.png 48w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p class=\"intro-text\"><span style=\"font-family: 'Segoe UI', Arial, sans-serif;\"><em>Location Overview:<\/em><\/span><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/05\/6-8.png\" rel=\"lightbox-4\"><br \/>\n<\/a><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50980 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/20.png\" alt=\"\" width=\"482\" height=\"596\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/20.png 482w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/20-121x150.png 121w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/20-39x48.png 39w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Location<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Name of the currently selected location.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Tasks<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Tasks is the active tab selection; there are five <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50981\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-5.png\" alt=\"\" width=\"14\" height=\"15\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-5.png 175w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-5-135x150.png 135w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-5-150x150.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-5-43x48.png 43w\" sizes=\"auto, (max-width: 14px) 100vw, 14px\" \/> editable tasks at this location.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>3.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Task List<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Click on:<\/p>\n<ul>\n<li>The drop-down arrow to select a task from the list, or<\/li>\n<li>The chevrons <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50625\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Left-Chevron.png\" alt=\"\" width=\"15\" height=\"15\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Left-Chevron.png 401w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Left-Chevron-150x150.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Left-Chevron-252x252.png 252w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Left-Chevron-48x48.png 48w\" sizes=\"auto, (max-width: 15px) 100vw, 15px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50626\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Right-Chevron.png\" alt=\"\" width=\"15\" height=\"15\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Right-Chevron.png 401w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Right-Chevron-150x150.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Right-Chevron-252x252.png 252w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/Right-Chevron-48x48.png 48w\" sizes=\"auto, (max-width: 15px) 100vw, 15px\" \/> to step through the task list.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>4.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/getting-started\/ribbons-toolbars-and-other-buttons\/#Other_Buttons\"><strong>Status<\/strong><\/a><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Publish, visit, and plan status icons.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>In Grid View<\/h3>\n<p class=\"intro-text\">View a list of all tasks for the last three months for each location, or sort the tasks by assignment.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51904\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-600x238.png\" alt=\"\" width=\"900\" height=\"358\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-600x238.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-768x305.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-150x60.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-1080x429.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-1280x509.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3-48x19.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/08\/8-3.png 1434w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 5.68229%;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 14.4498%;\"><strong>Route<\/strong><\/td>\n<td style=\"width: 79.8678%;\">Name of the currently selected route.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 5.68229%;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 14.4498%;\"><strong>Tasks<\/strong><\/td>\n<td style=\"width: 79.8678%;\">Tasks is the current ribbon selection.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 5.68229%;\"><strong>3.<\/strong><\/td>\n<td style=\"width: 14.4498%;\"><strong>Sort<\/strong><\/td>\n<td style=\"width: 79.8678%;\">\n<p>The task list can be sorted by selecting:<\/p>\n<ul>\n<li><strong>My Open Tasks<\/strong><\/li>\n<li><strong>My Completed Tasks<\/strong><\/li>\n<li><strong>Unassigned Open Tasks, or<\/strong><\/li>\n<li><strong>All Open Tasks.<\/strong><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 5.68229%;\"><strong>4.<\/strong><\/td>\n<td style=\"width: 14.4498%;\"><strong>Location<\/strong><\/td>\n<td style=\"width: 79.8678%;\">Click on a location to view a list of all tasks for the location, from the last three months.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 5.68229%;\"><strong>5.<\/strong><\/td>\n<td style=\"width: 14.4498%;\"><strong>Task List<\/strong><\/td>\n<td style=\"width: 79.8678%;\">The list of tasks for the selected sort option, or location.<br \/>\nClick on a task in the list to open the task for editing.<br \/>\nIncomplete tasks, and those that have been completed within the last 2 days, are editable.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>In Location Detail<\/h3>\n<p class=\"intro-text\">View the list of tasks for the selected location or entity.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51449 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21-600x283.png\" alt=\"\" width=\"600\" height=\"283\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21-600x283.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/21.png 719w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Tasks<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Tasks is the current ribbon selection.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Entity<\/strong><\/td>\n<td style=\"width: 80.8333%;\">There is one <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51450\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-1-1.png\" alt=\"\" width=\"17\" height=\"17\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-1-1.png 175w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-1-1-150x150.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Circle-mid-grey-1-1-48x48.png 48w\" sizes=\"auto, (max-width: 17px) 100vw, 17px\" \/> task <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51452\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue.png\" alt=\"\" width=\"18\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue.png 402w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue-136x150.png 136w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue-44x48.png 44w\" sizes=\"auto, (max-width: 18px) 100vw, 18px\" \/> for this entity.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>3.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Tasks List<\/strong><\/td>\n<td style=\"width: 80.8333%;\">The entities from the selected location which have an assigned task.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>4.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Location<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Click on the <strong>S<\/strong><strong>ummary<\/strong> to display a list of all the tasks for the location.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">To open a task:<\/p>\n<ul>\n<li class=\"intro-text\">Click on an entry in the tasks list, or<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50672 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2-600x105.png\" alt=\"\" width=\"600\" height=\"105\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2-600x105.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2-768x135.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2-150x26.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2-48x8.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/13-2.png 970w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<ul>\n<li class=\"intro-text\">Click on an entity from the list on the left side of the screen.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/22.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51454\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/22.png\" alt=\"\" width=\"200\" height=\"79\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/22.png 305w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/22-150x60.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/22-48x19.png 48w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<p class=\"intro-text\">To open the task summary:<\/p>\n<ul>\n<li class=\"intro-text\">Click on the task <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51452\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue.png\" alt=\"\" width=\"18\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue.png 402w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue-136x150.png 136w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/Tasks-blue-44x48.png 44w\" sizes=\"auto, (max-width: 18px) 100vw, 18px\" \/> icon.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/15.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51456\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/15.png\" alt=\"\" width=\"200\" height=\"98\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/15.png 257w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/15-150x74.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/15-48x24.png 48w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>The task summary:<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51457 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/16.png\" alt=\"\" width=\"256\" height=\"158\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/16.png 256w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/16-150x93.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/16-48x30.png 48w\" sizes=\"auto, (max-width: 256px) 100vw, 256px\" \/><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 4.6875%;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 95.3125%;\">The task priority<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.6875%;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 95.3125%;\">The option to add the task to <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/journey-planner\/\">Today's Journey<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2>Updating Tasks<\/h2>\n<p class=\"intro-text\">Open tasks, and those that have been completed within the last 2 days, are editable.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50974 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1-600x556.png\" alt=\"\" width=\"600\" height=\"556\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1-600x556.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1-150x139.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1-48x44.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/18-1.png 705w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>1.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Title<\/strong><\/td>\n<td style=\"width: 80.8333%;\">The name given to the task.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>2.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Tasks Details<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Click on one of:<\/p>\n<ul>\n<li><strong>Description<\/strong><\/li>\n<li><strong>Reason for State<\/strong><\/li>\n<li><strong>Potential Impact<\/strong><\/li>\n<li><strong>Recommended Action<\/strong><\/li>\n<\/ul>\n<p>to open the data entry box and enter descriptive details about the task.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50972 size-thumbnail\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19-150x74.png\" alt=\"\" width=\"150\" height=\"74\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19-150x74.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19-252x125.png 252w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19-48x24.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/19.png 254w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><\/p>\n<ul>\n<li>Click outside the box to close it and return to the task.<\/li>\n<li>Click on the <strong>X<\/strong> to clear the field.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>3.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Priority<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Click in the data entry field and enter a number to assign a priority to the task.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>4.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Status<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Click in the data entry field and select from the list of options:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/7-5.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50634 size-thumbnail\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/7-5-123x150.png\" alt=\"\" width=\"123\" height=\"150\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/7-5-123x150.png 123w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/7-5-39x48.png 39w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/7-5.png 172w\" sizes=\"auto, (max-width: 123px) 100vw, 123px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>5.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Category<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Click in the data entry field and select from the list of options.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>6.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Assigned To<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Click in the data entry field and select a name from the list.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>7.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Due Date<\/strong><\/td>\n<td style=\"width: 80.8333%;\">Click in the data entry field and use the number pad, or date picker to enter new date.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>8.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>System Data<\/strong><\/td>\n<td style=\"width: 80.8333%;\">These entries are generated when the task is created and completed, and are not editable.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>9.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Commentary<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Select to:<\/p>\n<div>1. Add a new comment.<\/div>\n<div>2. Edit an existing comment, or<\/div>\n<p>3. Reply to an existing comment..<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/11-1.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50666\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/11-1.png\" alt=\"\" width=\"200\" height=\"222\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/11-1.png 292w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/11-1-135x150.png 135w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/11-1-43x48.png 43w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>10.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Attachments<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Click on:<\/p>\n<div>1. The Attachments tab.<\/div>\n<div>2. The upload an attachment box.<\/div>\n<p>3. An upload option<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/M.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50664\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/M.png\" alt=\"\" width=\"200\" height=\"87\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/M.png 274w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/M-150x65.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/06\/M-48x21.png 48w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 4.47913%;\"><strong>11.<\/strong><\/td>\n<td style=\"width: 14.6875%;\"><strong>Action Buttons<\/strong><\/td>\n<td style=\"width: 80.8333%;\">\n<p>Click on buttons to:<\/p>\n<ul>\n<li><strong>Save<\/strong> - Save your changes.<\/li>\n<li><strong>Cancel<\/strong> - Discard unsaved changes and close the task.<\/li>\n<li><strong>Revert<\/strong> - Discard unsaved changes and keep the task open.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>In Field Operator, tasks can be prioritized, assigned, updated, and added to today's journey.<br \/>\nTasks are a feature of the Route Surveillance capability, which is an optional component of Field Operator.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/tasks\/tasks-4-4\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":50689,"parent":50255,"menu_order":108,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[],"class_list":["post-53987","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","Version-4-4","Product-field-explorer"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/53987","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=53987"}],"version-history":[{"count":4,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/53987\/revisions"}],"predecessor-version":[{"id":57458,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/53987\/revisions\/57458"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/50255"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/50689"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=53987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=53987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=53987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}